Cornerstone Wealth Advisors

Cornerstone Wealth Advisors as of June 30, 2026

Portfolio Holdings for Cornerstone Wealth Advisors

Cornerstone Wealth Advisors holds 55 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 21.3 $102M 4.1M 24.66
Vanguard Scottsdale Fds Short Term Treas (VGSH) 13.3 $63M 1.1M 58.20
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 11.3 $54M 1.6M 33.84
Vanguard Index Fds Growth Etf (VUG) 11.0 $53M 611k 86.14
Vanguard Index Fds Value Etf (VTV) 7.9 $38M 173k 217.93
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 6.2 $30M 417k 71.25
Schwab Strategic Tr Intl Eqty Etf (SCHF) 5.4 $26M 924k 27.70
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 4.8 $23M 652k 34.81
Vanguard Index Fds Sml Cp Grw Etf (VBK) 2.4 $12M 32k 365.70
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.9 $9.3M 38k 242.99
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.7 $8.0M 220k 36.26
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.5 $7.1M 119k 59.69
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.4 $6.5M 221k 29.43
Ishares Tr Rus 1000 Grw Etf (IWF) 1.1 $5.5M 44k 124.17
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.9 $4.3M 180k 24.14
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.8 $3.8M 79k 48.12
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.8 $3.7M 24k 154.29
Ishares Tr Rus 1000 Val Etf (IWD) 0.7 $3.1M 13k 242.44
Vicor Corporation (VICR) 0.6 $3.1M 8.1k 379.78
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.6 $3.1M 52k 58.98
Ishares Tr Rus 2000 Grw Etf (IWO) 0.4 $1.7M 4.3k 393.99
Vanguard Index Fds Small Cp Etf (VB) 0.3 $1.7M 5.5k 303.12
Apple (AAPL) 0.3 $1.6M 5.6k 289.36
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $1.6M 3.2k 500.39
Ishares Tr Rus 2000 Val Etf (IWN) 0.3 $1.5M 6.9k 221.20
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $1.1M 8.7k 124.42
UnitedHealth (UNH) 0.2 $977k 2.4k 415.72
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $966k 2.6k 370.04
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $687k 19k 36.13
Spdr Series Trust ST STR SP500FF (SPYX) 0.1 $570k 9.3k 61.10
Ishares Tr Ibds Dec28 Etf (IBDT) 0.1 $562k 22k 25.25
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $531k 3.9k 137.53
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $494k 719.00 686.81
Wells Fargo & Company (WFC) 0.1 $483k 5.9k 82.64
Proshares Tr Ultrapro Qqq (TQQQ) 0.1 $477k 5.9k 81.00
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $463k 6.8k 68.41
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $432k 5.3k 82.27
S&p Global (SPGI) 0.1 $389k 955.00 407.26
Vanguard World Esg Us Stk Etf (ESGV) 0.1 $384k 2.9k 132.24
Ishares Tr Msci Eafe Etf (EFA) 0.1 $376k 3.6k 103.88
Eli Lilly & Co. (LLY) 0.1 $363k 303.00 1199.43
Alphabet Cap Stk Cl A (GOOGL) 0.1 $346k 968.00 357.37
NVIDIA Corporation (NVDA) 0.1 $291k 1.5k 200.09
Ishares Tr Esg Aware Msci (ESML) 0.1 $288k 5.1k 55.93
Johnson & Johnson (JNJ) 0.1 $283k 1.1k 253.97
Microsoft Corporation (MSFT) 0.1 $272k 728.00 372.89
Costco Wholesale Corporation (COST) 0.1 $258k 276.00 935.93
JPMorgan Chase & Co. (JPM) 0.1 $257k 784.00 327.48
Corning Incorporated (GLW) 0.1 $255k 1.0k 255.43
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $252k 3.0k 83.75
Vanguard World Esg Intl Stk Etf (VSGX) 0.1 $251k 3.1k 82.34
Select Sector Spdr Tr St Str Techn Etf (XLK) 0.0 $229k 1.2k 190.52
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.0 $222k 1.9k 117.06
Amazon (AMZN) 0.0 $216k 906.00 238.34
Caterpillar (CAT) 0.0 $209k 196.00 1064.90